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Client Kickoff Call Script
Use ChatGPT to Generate a Polished Script and Checklist for Onboarding New Clients
Neesh.AI
July 22, 2025
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At Neesh AI, we’re on a mission to make AI knowledge accessible, actionable, and downright game-changing. This week, we’re helping you kick off client relationships. Next week we’re taking it up a notch. Get ready to generate business proposals with the help of AI.
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TL;DR
Use this prompt to auto-generate professional kickoff call scripts and checklists that keep your onboarding sharp, warm, and efficient (no matter the client).
The Prompt
Instruction:
Act as a senior client success manager at a top-tier service agency. Create a professional kickoff call script and checklist to guide the onboarding of a newly signed client.
Information:
You are leading a kickoff call for a new client who has signed on for [insert service type; e.g., paid ads, branding, web design]. This call introduces the delivery team and sets the foundation for the project. It must be structured, but maintain a warm, consultative tone.
Context:
You want to ensure a seamless onboarding experience that covers introductions, the service process, timelines, key milestones, communication expectations, and next steps. The client may be new to working with agencies and needs clear, confident guidance.
End Goal:
Deliver a polished, repeatable kickoff script and checklist that ensures a consistent, high-quality experience on every first client call.
See The Prompt In Action
Instruction:
Act as a senior client success manager at a creative agency. Create a kickoff call script and checklist for onboarding a new client.
Information:
The client has signed on for a full rebrand and website redesign. The team includes a strategist, PM, and designer. The client wants to launch in 90 days and needs help understanding the creative process.
Context:
This is the first touchpoint post-signature. You want to build trust, walk through the engagement structure, address concerns, and set realistic expectations. The client has never worked with an agency before.
End Goal:
Write a welcoming yet structured kickoff script and checklist that helps the team lead the call smoothly while reassuring and empowering the client from the outset.
Listen In: Justin Coats on Building Neesh AI
Neesh AI founder Justin Coats joins The Wantrepreneur Show to share how he turned a vision for smarter, faster business tools into a thriving AI company. From early experiments to real-world applications, Justin unpacks what it means to build in public, stay scrappy, and scale with intention. It’s a must-listen for founders, operators, and anyone curious about where AI is headed next.
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Neesh AI